45 results found
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UK Payroll - Upload/attach employee files
Ability to attach relevant documents to employees within Xero Payroll (UK),
This would help with managing employees, and being able to easily access supporting files when needed.173 votesHi everyone, we appreciate your recent feedback and reinforcing the importance of attaching documents to employee records in UK Payroll. We understand how the recent capability released in AU would also be valuable to other regions workflows.
We're in the process of reviewing the full payroll experience for our UK customers, and this idea will be considered as part of that broader piece of work. While it isn’t on our immediate roadmap right now, it is formally on our radar as we plan future payroll updates.
We’ll share another update here when we have more news on our plans.
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NZ Payroll - Upload/attach employee files
Ability to attach relevant documents to employees within Xero Payroll (NZ),
This would help with managing employees, and being able to easily access supporting files when needed.106 votesHi everyone, this idea has been created from the original post here in order to track the appetite and continue to assess the needs in attaching files to employees within Xero Payroll for NZ organisations.
While we don't have plans for this at this time, our product team's would like to continue to track the interest, and if there's any news we will share with you all here.
All NZ based users that voted on the original idea have been added for updates here.
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AU Payroll - Self-Onboarding history log to show this was entered by employee
Upon approving an employee’s submitted details via the self-onboarding feature, we observed that the transaction history reflects the approver as the one who entered the details, rather than the employee who originally submitted them.
For audit trail purposes, it would be helpful to identify the employee as the original submitter, while maintaining a separate record of the approver’s action.
Alternatively, a feature that allows printing or exporting the submitted self-onboarding form (as originally completed by the employee) would also address this need.
72 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Subcontractor CIS statement password protection
There should be a way to enable password protected CIS statements when sending out to subcontractors
23 votesThanks for sharing with us on your needs around CIS here. I'll be sure to share if there are any updates.
In the meantime make sure to share this idea with other colleagues this would be beneficial to so we can get a wider sense of the interest.
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Payroll AU: Employees to cancel or alter leave submissions
Give employees the ability to request a change or cancel approved leave submissions
7 votesThanks for sharing your idea about Employees being able to edit their own leave requests.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Payroll - Calculate the length of service
Under the field "start date" have Xero automatically calculate their total length of service to the current date, and under the field "end date" once an employee is terminated, calculate their total overall service.
This would save the user from needing to manually calculating the service for notice periods, redundancy payments and long service leave in some states.26 votesThanks for sharing your thoughts on automatic length of service calculations in AU Payroll. We appreciate you highlighting how this could help streamline payroll processes.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Payroll - Medicare levy surcharge
It would be good for Xero to add a Medicare Levy surcharge option for a percentage in the Taxes tab of employee set-up.
Currently if an employee wants a percentage taken we have to manually adjust each pay run to ensure the correct amount is taken and and reporting to ATO is therefore done correctly.
Leaving something as important as this to human error is not a good idea.16 votesThanks for sharing your idea about adding the Medicare levy to AU payroll tax calculations.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Payroll | Notification for employee turning 18 to request superfund
Can you implement a notification sent to payroll admin in advance of a team member turning 18, so we can prompt them to set up or choose a superfund to ensure compliance with payday super
8 votesThanks for sharing your idea to notify an employee asking for their superfund details when they turn 18. We can certainly see how this would streamline the process for you.
Whilst the system won't currently remind your employee, we can suggest a workaround as a reminder ask the employee for this info when they turn 18.
Here's how:
For under 18s, leave the superannuation line out of their pay template. When they hit 18, you'll receive an error when attempting to post a pay run stating that there's a missing super line with SGC contribution type from their payslip. This can serve as a reminder to set up or add a SGC line in their pay template.
Our product team will keep an eye on this idea's progress and we'll update along the way.
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Payroll AU: payroll overview notifications for timesheets and leave to approve
It would be beneficial that under the payroll overview drop there would be number of notifications in every category. For example Leave 1 if there is one leave request and so on. Maybe a exclamation mark next to overview that there is something to action with. This way the payroll officer would spot the actioned items easily.
5 votesThanks for sharing your idea about visible notification for unapproved timesheets or leave requests.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Payroll - Employee personal information - have editable field for information like Allergies, etc
More and more clients are collecting information on what allergies employees might have, it would be nice to have a field to keep this information on in Xero. It's is becoming a health and safety issue
8 votesHi Jenni, thanks for letting us know you'd like to add additional information about employees in Xero. We can see how this would be useful for you!
You might like to take a look at a similar idea - Payroll | Employees - Upload/attach files in notes section which is currently in development.
Our product team will be keeping an eye on this idea and we'll keep you updated on the way.
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UK Payroll: Add Download P45 link in the Employee list
Add the P45 link in the Employee row, like P60.
If you have selected one or more employees to download the P45 you then have to scroll back up to the top of the page to find P45 Download button.
I had to use the Help resource to find it, rather than it be obvious.
6 votesThanks for sharing your idea about a quick link to download individual P45s directly from the employee list.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Payroll AU: Licences/Qualifications tab in employee’s profile
A useful addition to Xero Payroll would be a dedicated Licences & Qualifications tab within each employee’s profile.
When adding or managing an employee, the employer could record items such as:
Driver Licence
High Risk Work Licence
Forklift Licence
Working at Heights
Confined Space
White Card
First Aid Certificate
Trade licences or other industry-specific qualificationsFor each licence or qualification, Xero should allow the employer to enter the licence type, licence/registration number, issuing authority, issue date, expiry date, and ideally upload a copy of the licence or certificate.
The most important feature would be automatic expiry reminders. For example, Xero…
3 votesHi there, thanks for submitting this idea!
What you’re after is partly achievable in Xero Payroll today. You can add these qualifications and details directly into the employee’s Notes section. We're also currently working on allowing files to be uploaded into employee records, which will help you keep a complete record of this information.
While there are currently no plans to add a specific Qualification status or expiry reminder feature, we appreciate you sharing your workflow.
Make sure to share your idea with any colleagues who might benefit so they can add their vote! Along with votes, other members can now comment to share additional details about how this idea could improve their experience with Xero.
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NZ Payroll: Allow employee email addresses to be reused
Please allow email addresses to be re-used. It is a pain having to do into a past employee and delete the email address because you cant re-use it when you set them up again.
4 votesThanks for sharing your idea. As you're aware, a single email address cannot currently exist in more than one employee record, so you'll need to remove it from the terminated record before adding it to the new one.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues who could benefit so they can add their vote, too!
Along with voting, other members can now comment to share additional details about how your idea could improve their experience with Xero.
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AU Payroll - Suggestion for improvement: Include 'Description' field in Leave Request report
We use the description field to identify when staff use different types of leave that reduce the PL balance, but require tracking - Moving Days, Wellbeing Days, Special Leave etc. Being able to include these descriptions in the Leave Request report enables us to keep track more efficiently.
12 votesThanks for sharing your idea. It’s been reviewed and is now open for community votes and comments!
Share it with colleagues who could benefit and help build support.
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AU Payroll - timesheet summary Report - Totals
It would be great if a total field can be added to the report. It is quite cumbersome to export multiple reports out to excel to just total the hours and then requiring deleting the download.
I currently do this monthly for all active tracking categories. The attached example shows the Grouping and the tracking category.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Employee self-onboarding:
Employee self-onboarding: need to be able to attach Fair Work Information Statement and Casual Employment Information Statement. This would a) save sending a separate email b) ensures this compliance step isn't missed. This is available in the third party on-boarding app 'Xonboard', as is the ability to sign employment contracts and upload Welcome videos.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Folders in Employees note section
It is great that we can now add files in the Employee note section. However, it was be so much more beneficial if we could add folders so the file section is tidy and the files would be easier to find based on filing preferences. A list of documents is just messy.
This was stated in the first email when advising that files could be uploaded. But it didn't happen with the new release.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Payroll NZ: Ability to generate Employee Information Report
The report can show a list of all current employees includes basic info e.g. DOB, Gender, employment start date, job title, Annual Salary Amount, fixed allowances, Super rate etc.; This report will be helpful for internal HR reporting purpose. Otherwise, HR will need to collect info piece by piece & summarize it manually.
5 votesThanks for sharing your idea about a New Zealand payroll report that includes full employee details as well as earnings information.
Currently, you need to export multiple reports and collate the information outside of Xero.
We’ve reviewed your idea, and now it’s up to the community to get behind and support it. Make sure you share your idea with any colleagues who could benefit so they can add their votes, too!
Along with voting, other members can now comment to share additional details about how your idea could improve their experience with Xero.
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UK Payroll - Percentage-Based Payroll Tracking for Multi-Funder Allocation
Xero currently provides two tracking categories with multiple options, and also offers project tracking. However, these existing structures do not meet the needs of organisations that manage payroll funded by multiple external funders.
In many organisations, especially in the charity and grant-funded sector, a single employee’s payroll cost is often covered by three or more separate funding sources. These are not projects or internal cost centres. They are external funders who jointly or separately contribute to the cost of one employee’s role.
Current Limitation
Payroll does not allow direct allocation of an employee’s cost to multiple tracking category options linked…
3 votesHi Abimbola Thanks for the great explanation of how adding multiple tracking codes to payroll costs using percentages would streamline the process of allocating this to fund providers.
We can see how this would help with complex funding arrangements so have moved this to Gaining Support.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Payroll: Second level leave approver
We currently use paper leave forms - signed by Manager and Partner. Would like to move to Xero Me. Can set up Mangers to authorise, but once they have authorised it goes straight into Xero Payroll - so no visibility to the partners or even Payroll Manager. Two potential solutions:
- A report based on when the leave is approved that shows when leave will be taken (can only report on when leave is to be taken at the moment); or
- Add a second authoriser either in Xero Me or in Xero Payroll before it hits the employee record.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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